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Stifel
Columbus, OH, United States
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essen
Job Source: StifelStifel Financial
Dublin, OH, United States
Description Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the p
Job Source: Stifel FinancialStifel
Dublin, OH, United States
Summary Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtai
Job Source: StifelHuntington National Bank
Columbus
Description Summary: The Commercial Client Service Associate Senior provides administrative and operational support for the Commercial Services Team. Within the assigned portfolio, the colleague assists in obtaining client information and document reviews necessary to establish commercial deposit accounts and satisfy critical compliance requirement
Job Source: Huntington National BankUBS
Upper Arlington, OH, United States
Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a client associate to: • keep management systems up-to-date with client information • educate clients on account services and capabilities • help with the preparation of reports and other materials for client meetings • collect the right documenta
Job Source: UBSKeyBank NA
Columbus, OH, United States
Location: 88 East Broad Street - Columbus, Ohio 43215 Job Summary The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient
Job Source: KeyBank NAKestra Financial Independent Advisor
Columbus, OH, United States
The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent customer service, attention to detail, and time management skills. Essential Duties and Responsibilities: Supports Financial Advisor/Operations Director of a large book of business including
Job Source: Kestra Financial Independent AdvisorOppenheimer & Co.
Pickerington, OH, United States
Who We Are: Oppenheimer & Co. Inc. is a diversified financial services firm, offering a wide array of investment banking, securities, investment management and wealth management capabilities from over 90 offices. Oppenheimer provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance. O
Job Source: Oppenheimer & Co.Columbus, OH, United States
Description Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties & Responsibilities Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client. Support the daily administration of the FA's business by opening client accounts, preparing and processing investment documentation, facilitating outgoing check requests and other disbursements, maintaining current client information and anticipating client needs. Interact with clients by phone, email, or in-person to respond to their inquiries, provide account and market information, and schedule appointments. Administrative duties not limited to scanning, answering phones, preparing mailings, data entry, scheduling meetings, coordinating business meals and travel arrangements. Maintain accurate and complete account and trade records/files as required by Firm policy and industry regulation. Identify matters that require escalation including suspicious activity, customer complaints, trading errors, and violation of industry regulation or Firm policy. Qualifications Series 7 and Series 66 preferred but not required. Provide exemplary service to clients with exceptional interpersonal skill and written/verbal communication. Ability to organize large amounts of information and prioritize workload to meet deadlines. Basic understanding of the Financial Services industry Education & Experience High School Diploma or equivalent 2+ years clerical/related industry Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Stifel is committed to providing equal employment opportunities (EEO) to all associates, applicants for employment, and individuals providing services in the workplace without regard to actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation, child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention to become pregnant and related medical condition), sexual and reproductive health decisions, sexual orientation, gender identity and gender expression (including transgender individuals who are transitioning, have transitions, or are perceived to be transitioning to the gender with which they identify), national origin, ancestry, age, disability, weight, genetic information, marita
Email Alert for Client Service Associate jobs in Columbus, OH, United States
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